Nathan Schmidt

My Background:

I’m passionate about helping others succeed through educating, solving complex problems and long range planning. Directly out of college I began working in a laboratory, screening for cancer and giving patients the important knowledge needed to identify and ultimately treat one of the most feared diseases in our society. While I felt great purpose in my lab role, I desired a more personable way of interacting, developing relationships and simply sitting side-by-side closely with people who genuinely want a professional advocate navigating the often complex decisions that face all of us throughout life. Following in my father’s footsteps, I decided that the best application of my talents and training would be working with members guiding and navigating them through the complicated financial landscape with all the choices and decisions they will need to make during various stages of life like:

• Graduation
• First home purchase
• Birth of a first child
• Career changes
• Retirement

I pledge an intense focus and full attention on your specific situation. I’ll provide a personalized analysis and rationale for creating a financial roadmap toward prosperity with the same detail and due diligence I learned working in the laboratory. I’ll work steadfastly alongside you and your family helping create a holistic financial plan that will help allow you to:

• Accumulate wealth during your working years
• Forge a lifestyle of financial freedom and independence in your retirement
• Manage a legacy to pass along to your loved ones

I welcome your interest on learning how I can help lead you on the path toward fulfilling your established financial goals with a roadmap, dedicated partner and personal financial guide navigating the hiccups, roadblocks, and challenges you’ll inevitably face on your journey.